Jonathan Joseph Billiot
Investment adviser representative at Ark Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$216MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Snazze BoutiqueJul 2022 to now
- Ark Wealth ManagementMar 2022 to now
- Ark Financial GroupJul 2017 to now
- Ark Financial Advisors, LLCJan 2017 to now
- Oakwell Private Wealth Management d/b/a Ark Financial Group, LLCAug 2016 to Feb 2018
- Ark Financial GroupJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ark Wealth Management
Legal name: Ark Wealth Management, LLC
$216MAssets managed
175Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6681317
- Firm CRD
- 317264